Inventory management in the Service ERP.
Manage your inventory across warehouses, technician vehicles and service jobs. Keep track of stock levels, serialised parts, reservations and replenishment requirements, helping your teams ensure the right parts are available when and where they’re needed.
Why this domain exists
Having the right parts available is essential for delivering an efficient service. Your technicians need to know what stock is available, your dispatch team needs to plan jobs around parts availability, and your purchasing team needs to know when supplies are running low.
When inventory information is managed separately from service operations, it’s easy to lose track of where parts are located or whether they’ve already been allocated to another job. This can lead to unnecessary delays, repeat visits and frustrated customers.
Nucleus connects inventory management to service jobs, equipment records and purchasing. Your teams can see what’s available in the warehouse, what technicians have in their vehicles and which parts have been reserved for upcoming work.
It also helps you manage stock levels and replenishment requirements, giving you better control over inventory while keeping your service operations running smoothly.
Important functionality
MS9 brings together the information needed to manage your stock, helping your teams track inventory, allocate parts and maintain appropriate stock levels.
- Warehouse stockKeep track of parts and consumables stored in your warehouses, including available quantities and stock movements.
- Van stockManage the parts and consumables carried by individual technicians, helping your service team understand what’s available in the field.
- Serialised partsTrack individual parts by serial number, maintaining a record of their movements and use during service activities.
- Min / maxSet minimum and maximum stock levels to help identify replenishment requirements and avoid running out of frequently used parts.
- ReservationsReserve specific parts for planned service jobs, helping ensure the required stock is available when technicians need it.
A week in the life of stock
When a service job is scheduled, your dispatch team can check whether the required parts are available in the warehouse or with a technician.
The necessary parts are reserved for the job, helping prevent them from being allocated to another service request.
Parts are allocated to the technician, with stock movements recorded so your team knows what’s available in the field.
Parts used during the service visit are recorded against the job, updating stock information and helping identify items that need replenishing.
What has to be true on the same record
Your service jobs, equipment models, stock levels, purchase orders and technicians all need to be connected.
With Nucleus, inventory information stays linked to your service operations, helping your teams manage parts availability, reduce unnecessary delays and keep accurate records of stock movements.
Works with
Give your dispatch team visibility of parts availability when scheduling jobs and assigning technicians.
Connect inventory items to equipment models and compatible parts, helping your team identify the correct components.
Use stock levels and replenishment requirements to support purchasing decisions and maintain inventory availability.
Keep technician van stock connected to the relevant employees, helping your team manage stock allocated to field technicians.
From the business
"Happy to be partnered with CO3 and Nucleus for 4 years. This system provides our business with a competitive advantage and great support from their team."
Nanda Ashworth, GM — Maximize Office Solutions
Frequently asked questions
Where can Nucleus track stock?
Nucleus tracks stock in your warehouses and in technicians’ vans, including available quantities, stock movements and parts used on service jobs.
Does Nucleus track serialised parts?
Yes. Individual parts can be tracked by serial number, with a record of their movements and use during service work.
How does Nucleus help avoid running out of parts?
Minimum and maximum stock levels flag replenishment needs, and parts can be reserved for planned jobs so they are available when the technician needs them.